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ETF comparison

BBSC vs SCHA

Both US Small Cap.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
52.8 %

815 positions appear in both funds. Buying equal dollars of BBSC and SCHA would leave roughly 52.8% of each dollar exposed to the same underlying securities.

BBSC unmatched 46.1% Shared 52.8% SCHA unmatched 47.1%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In BBSC only
37 positions
Shared
815 positions
In SCHA only
890 positions

Side by side

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan · US Small Cap

82 composite / 100
Expense ratio
0.090%
Net assets
$739.0M
TTM yield
1.05%
Top-10 conc.
3.9%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$22.04B
TTM yield
1.11%
Top-10 conc.
10.1%

Sub-score comparison

91
Cost
97
88
Tax efficiency
88
51
Liquidity
100
100
Concentration
100
—
Tracking quality
—
BBSC sub-score SCHA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHA is 6 bps cheaper than BBSC. On a $100,000 position that's about $60/yr more in fees for BBSC.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with BBSC vs SCHA.

Top shared holdings

815 shared in total
# Holding In BBSC In SCHA Overlap
1 Semtech Corp. 0.43% 0.26% 0.26%
2 Arrowhead Pharmaceuticals, Inc. 0.41% 0.24% 0.24%
3 Corcept Therapeutics, Inc. 0.44% 0.23% 0.23%
4 American Healthcare REIT, Inc. 0.41% 0.22% 0.22%
5 Moog, Inc. 0.43% 0.22% 0.22%
6 Brinker International, Inc. 0.36% 0.21% 0.21%
7 Krystal Biotech, Inc. 0.34% 0.20% 0.20%
8 BrightSpring Health Services, Inc. 0.35% 0.19% 0.19%
9 CareTrust REIT, Inc. 0.35% 0.19% 0.19%
10 Praxis Precision Medicines, Inc. 0.26% 0.19% 0.19%
11 Viasat, Inc. 0.33% 0.19% 0.19%
12 Twist Bioscience Corp. 0.22% 0.19% 0.19%

Only in BBSC

37 total
  • JFrog Ltd. 0.32%
  • Floor & Decor Holdings, Inc. 0.24%
  • Elastic NV 0.22%
  • Figma, Inc. 0.22%
  • Fortune Brands Innovations, Inc. 0.21%
  • Duolingo, Inc. 0.20%
  • KBR, Inc. 0.18%
  • Trex Co., Inc. 0.17%
  • Bath & Body Works, Inc. 0.15%
  • Universal Display Corp. 0.15%

Only in SCHA

890 total
  • Sandisk Corp 4.87%
  • Lumentum Holdings Inc 1.49%
  • Revolution Medicines Inc 0.86%
  • ATI Inc 0.59%
  • Coeur Mining Inc 0.45%
  • Guardant Health Inc 0.44%
  • MACOM Technology Solutions Holdings Inc 0.36%
  • MKS Inc 0.36%
  • Samsara Inc 0.32%
  • Pinnacle Financial Partners Inc 0.32%

Percentages are holdings overlap with the named fund.

Open BBSC or SCHA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.